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Alex Clayton, our latest Intapp Hero honoree, is an Enterprise Account Director for the DealCloud  Financial Services Account Management team based in London. Clayton consistently demonstrates the traits of an Intapp Hero with his commitment to client advocacy, continual collaboration with fellow team members, day-to-day dependability, and willingness to lend a hand. “What I love and respect about Alex is his laser-like focus on the satisfaction and the success of his clients,” said Chris Webb, Director of DealCloud EMEA Account Management at Intapp. “He’s a trusted advisor who can provide broader strategic guidance and roll up his sleeves to…
Legal data analytics allows decision-makers to understand past and future trends within the legal industry, make smarter strategic decisions within their law firms, and improve client service delivery. Unfortunately, accessing and utilizing data can be challenging for firms: The inaugural Survey of Legal Pricing and Project Management — produced by the Legal Value Network and Blickstein Group and created in collaboration with Intapp — revealed that law firm partners either don’t have access to profitability metrics (31%) or don’t factor the data they can access into their decision-making (23%). Norm Mullock, Vice President of Strategy at Wilson Allen, shared his…
Streamline AML and CDD Management with OnePlace Risk & Compliance The ability to streamline anti-money-laundering (AML) and customer due diligence (CDD) management can revolutionize the way professional services firms evaluate their clients for financial, professional, and strategic risk. Unfortunately, firms face multiple business challenges in relation to CDD and AML regulations, preventing them from accurately assessing risk and potentially leading to reputational and financial damage. On June 29, 2021, Daragh McLaughlin, Practice Group Leader for OnePlace Risk & Compliance at Intapp, and James De Swert, EMEA Solution Consultant for OnePlace Risk & Compliance at Intapp, hosted the “Streamlining AML and…
Winning clients is tough and retaining them is even tougher. This is especially true in the accounting industry, as ever-increasing competition, fragile relationships, and dwindling brand loyalty make it increasingly difficult to get focused and consistent customer attention. Establishing a smooth and timely acceptance and continuance process is a critical challenge. In today’s changing world, accounting firms are looking to technology to efficiently accelerate client acceptance and continuance, as clients expect faster time to value, as well as better transparency and accessibility to information. Intapp OnePlace Risk & Compliance helps firms seamlessly onboard new business while managing professional, regulatory, financial,…
Although the COVID-19 pandemic certainly amplified the need for companies to operate remotely, 88% of professional services organizations had already begun transitioning to the cloud well before 2020. Unfortunately, many firm leaders and professionals are struggling to finalize this transition due to uncertainty surrounding two main factors: how to create a connected, cloud-first firm, and how to recruit the best talent to support both their own firms and their clients. On June 24, Mark Holman, President of Accounting and Consulting and Chief Strategy Officer at Intapp, led a panel of experts during a webinar, “Cloud Transformation as a Driver of…
PALO ALTO, CA,  June 29, 2021 – Intapp, Inc., a leading provider of industry-specific, cloud-based software solutions that enable connected professional and financial services firms, today announced the pricing of its initial public offering of 10,500,000 shares of its common stock at a price to the public of $26.00 per share. In addition, the underwriters will have a 30-day option to purchase from Intapp up to an additional 1,575,000 shares of its common stock at the initial public offering price, less underwriting discounts and commissions.   The shares are expected to begin trading on the Nasdaq Global Select Market on Wednesday, June 30, 2021, under the symbol “INTA.” The offering is expected to close on July 2, 2021, subject to customary closing conditions.  J.P. Morgan, BofA Securities and Credit Suisse Securities (USA) LLC are acting as lead…
Accounting firm automation — particularly in the realm of timekeeping — is on the rise. When firms deploy automated time tracking software, they’re better positioned to streamline processes that directly increase revenue, improve resource allocation, and bolster profitable engagement management. Historically, accounting firms have created complex and highly detailed sets of task codes to understand — at a granular level — activities associated with individual engagements. Over time, progressive firms have realized that capturing the true value of time data requires expanding analysis to the departmental level. Using automated time tracking software, firms can not only enrich time entries but…
When the COVID-19 pandemic landed, management consulting firms were thrust into a remote business model virtually overnight. As a result, management consultants needed to transition to new workflows and tools on the fly. Because full and accurate time capture directly drives revenue and profitability, savvy firms focus their technology investments on time tracking software for consultants that makes it easy for staff to log and categorize time entries in a complete and timely fashion. Firms focus on consulting time tracking for a reason. When firms have consultant time management software in place, they’re in a strong position to improve processes…
The COVID-19 pandemic has greatly affected the way accounting and consulting firms do business, quickly turning connected firm management software from a luxury into a necessity. At a recent Intapp technical briefing for accounting and consulting leaders, Jose Lazares, Senior Vice President of Product and Business Management at Intapp, explained: “[The pandemic] really drove remote work tools to a new level, and really accelerated the adoption of Microsoft Teams. People had to think about the next generation of work and what it actually means when working in a distributed fashion.” Intapp recently announced it had signed an agreement to acquire…
PALO ALTO, CA, June 21, 2021 – Intapp, a leading provider of industry-specific, cloud-based software solutions that enable connected professional and financial services firms, today announced the launch of its initial public offering of 10,500,000 of its common stock. The underwriters will have a 30-day option to purchase from Intapp up to an additional 1,575,000 shares of its common stock at the initial public offering price, less underwriting discounts and commissions. The initial public offering price is currently expected to be between $25.00 and $28.00 per share. Intapp has applied to list its common shares on the Nasdaq Global Market under the symbol “INTA.” J.P. Morgan,…
PALO ALTO, Calif., and LIVERPOOL, United Kingdom— June 17, 2021 – Intapp, a leading provider of industry-specific, cloud-based software solutions that enable connected professional and financial services firms, today announced that international law firm Hill Dickinson has selected the OnePlace Operations & Finance Pricing solution to maximize profitability and ensure continued client success. The UK-based firm will use Intapp’s AI-based technology to scope, price, resource, budget, and monitor engagements with increased flexibility and accuracy. Hill Dickinson already uses several Intapp solutions, including Conflicts, Time, Intake and Intapp Integration Service. Hill Dickinson, founded in 1810 with over 850 employees across…
Jeannie Muzinic, our latest Intapp Hero client honoree, is Chief Business Development and Marketing Officer at Fisher Phillips. She’s worked closely with our Intapp team, implementing OnePlace Marketing & Business Development to improve the client experience at her firm.   “Jeannie has been an Intapp Hero from the start,” said Lavinia Calvert, General Manager of Marketing & Business Development Solutions at Intapp. “She was a huge advocate for bringing OnePlace Marketing & Business Development to Fisher Phillips to help with strategic business plans and overall marketing and business development objectives.”   Muzinic’s willingness to serve as a reference and share…
Caleece Nash, our latest Intapp Hero honoree, joined DealCloud this past year as an Information Security Analyst. Although her in-office experience was cut short due to the global pandemic, Nash has proven to be someone the Security team can rely on, no matter the challenge.  “Although Caleece doesn’t currently directly interact with clients, one of her many responsibilities is responding to clients’ due-diligence questionnaires and RFPs, and ensuring that clients have a clear picture of our security posture,” said Raj Rajput, Director of Information Security at DealCloud. “She works very hard to ensure that clients get timely responses to…
The International Auditing and Assurance Standards Board (IAASB) recently approved new quality management standards in an effort to modernize the organization’s previous focus on quality control rather than quality management. As you learn more about the new aspects of these standards, you should consider what they mean to your firm and how you’ll approach them in the coming months. The new standards on quality management include three new, interrelated standards: International Standard on Quality Management 1 (ISQM 1): Addresses quality management at the firm level Applies to all firms who perform engagements under the IAASB’s standards Speaks to firms’ acceptance/continuance…
To maintain strong client relationships, firms must ensure that they comply with all billing and outside counsel guidelines (OCGs); however, following through with these agreements can prove difficult, and numerous firms have lost clients as a result. According to the 2020 Legal Pricing & Project Management Survey Report, 41% of in-house respondents revealed that they have terminated a law firm because the firm ignored client instructions or billing guidelines. “A variety of rules govern doing business with particular corporations,” explained Brent Bourque, Senior Director and Practice Group Leader of OnePlace Operations & Finance at Intapp. “Firms need to know…
PALO ALTO, CA — June 4, 2021 – Intapp, a leading provider of industry-specific, cloud-based software solutions that enable connected professional and financial services firms, today announced it has publicly filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission (the “SEC”) relating to the proposed initial public offering of its common stock. The number of shares to be offered and the price range for the offering have not yet been determined. Intapp intends to list its common stock on the Nasdaq Global Market under the ticker symbol “INTA.” J.P. Morgan, BofA Securities and Credit…